Treasury Operations Specialist

Location
Community Support Office
Workplace
On-site
Compensation
$16 – $25

About this role

Why Join Sunrise Senior Living

At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day.

At Sunrise Senior Living, we champion the quality of life for all seniors. The Treasury Operations Specialist serves as the primary point of contact for residents, responsible parties, and internal teams regarding electronic payment inquiries and account setup. This role ensures accurate processing of ACH and credit card transactions, supports autopay enrollment, and troubleshoots payment portal issues. While customer service is the core focus, the position operates within the Treasury department to maintain compliance, accuracy, and efficiency in payment-related processes.

Essential Duties

As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

  • Respond promptly and professionally to inquiries related to electronic payments and autopay setup.
  • Assist residents and responsible parties with navigating the online payment portal.
  • Process ACH and credit card transactions accurately and in compliance with company standards.
  • Set up and maintain autopay accounts; remove accounts for moved-out residents.
  • Troubleshoot and escalate payment portal issues to technical support as needed.
  • Monitor payment activity for accuracy and report discrepancies.
  • Collaborate with Treasury team to ensure proper application of payments and adherence to internal controls.
  • Maintain documentation and follow established procedures for payment processing and customer interactions.
  • Provide exceptional customer service while upholding company values and principles.
  • Other duties as needed.

Core Competencies

  • Customer Focus
  • Communication
  • Problem Solving
  • Quality Orientation
  • Adaptability
  • Stress Tolerance
  • Technical / Professional Knowledge

Experience and Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.

  • High School Diploma required; Associate’s or Bachelor’s degree preferred.
  • Minimum 2 years of customer service experience, preferably in a financial or billing environment.
  • Understanding of regulatory compliance (e.g., NACHA rules).
  • Strong organizational and time management skills with attention to detail.
  • Ability to manage multiple priorities in a fast-paced, deadline-driven setting.
  • Proficiency in Microsoft Office (Excel, Word, Outlook).
  • Ability to work independently.
  • Excellent oral and written communication skills.
  • Ability to adapt to changing procedures and systems.

Pay Range:

16.65 - 25.60

Ready to take the next step and make a bigger impact than you ever imagined? As part of our team, you will help brighten the future for everyone at Sunrise and beyond. That is why we make it a priority to celebrate the unique ways you bring moments of togetherness and joy to everyone you serve. And when combined with the support, benefits, and growth opportunities we offer, the result is a career that PositivelyShines with everything you need to reach your goals – at work and in your life.

We also offer benefits and other compensation that include:

  • Medical, Dental, Vision, Life, and Disability Plans

  • Retirement Savings Plans

  • Employee Assistant Program / Discount Program

  • Paid time off (PTO), sick time, and holiday pay

  • myFlexPay offered to get paid within hours of a shift

  • Tuition Reimbursement

  • In addition to base compensation, Sunrise may offer discretionary and/or non-discretionary bonuses. The eligibility to receive such a bonus will depend on the employee’s position, plan/program offered by Sunrise at the time, and required performance pursuant to the plan/program.

  • Some benefits have eligibility requirements

Apply today to learn why Sunrise Senior Living is a certified Great Place to Work®

Equal Opportunity Employer

Sunrise Senior Living is an equal opportunity employer and is committed to diversity and inclusion in the workplace.

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Top Benefits

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Disability Plans
  • Retirement Savings Plans
  • Employee Assistant Program
  • Discount Program
  • Paid Time Off
  • Sick Time
  • Holiday Pay
  • Tuition Reimbursement